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Succession was established in 2009. Our founding aim was to create a financial planning firm unrivalled in expertise and unmatched in the level of its personal service to clients.
To help them consolidate their successes in life but also to protect their loved ones in the event of them dying too soon, of living too long or circumvent the effects that ill health might bring to their wellbeing.
Our business is based on the sound principles of trust, integrity and a genuine desire to add value to the lives of our clients. We strive to develop lifetime relationships with them so that they enjoy a successful financial management experience.
